Financial Planning

Many people know the Medicare milestone age of 65 well. People anticipate this age as they’re approaching it (and maybe even many years before) and start thinking about all the pieces of Medicare they’ll need to sign up for, the potential premiums to expect, and...
Topics: Financial Planning

Of the many aspects of our financial lives that can keep us up at night, debt is usually high on the list. According to a 2024 report, the average American has $105,056 in debt. Making progress on paying off your debts is similar to training...
Topics: Financial Planning

Graduating from a university can be an invigorating yet overwhelming transition, and understandably so. In those four years of college, students experience so many “firsts” – living on their own, learning in a classroom with 100+ other students, and personal self among other things. The...
Topics: Financial Planning, Yeske Buie Millennial

Saving for your next large purchase - a new car, a new appliance, a family vacation, a down payment for a home - gives you an exciting goal to look forward to, although it isn’t always easy. Just like pursuing any goal, there are trade-offs...
Topics: Financial Planning

It is no news to anyone that living through a pandemic made people stop in their tracks and reflect on their lives. The challenges we all faced were an abrupt reminder that life is precious and can turn on a dime, and many people made...
Topics: Financial Planning

“Debt” is a scary word. For many Americans it’s practically taboo. And for good reason: NerdWallet found that the total amount of debt owed by the average American household in 2022 was about $170,000. But while there is reason to be cautious, debt can still...
Topics: Financial Planning

The American Rescue Plan, “President Biden’s plan to provide direct relief to Americans, contain COVID-19, and rescue the economy” and his first major piece of legislation, was signed into law on March 11, 2021. The American Rescue Plan includes another round of direct stimulus checks...
Topics: Economy and Investing, Financial Planning

We all want to be rich. Everyone does. It’s woven into the fabric of today’s consumer-centric society and has been implicit in the “American Dream” ever since this country was founded. The idea that everyone has equal opportunity to achieve financial success is epitomized by...
Topics: Financial Planning, Yeske Buie Millennial